Cutler Investment Group
Firm details
- Headquarters
- Jacksonville, Oregon
- CRD number
- 128483
- Registered since
- October 31, 2003
- Website
- www.cutler.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.11%
- Pension & Profit Sharing Plans26.61%
- Individuals12.63%
- Investment Companies5.87%
- Corporations / Businesses2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cutler Investment Group is an independent registered investment adviser organized as an LLC and operating since the early 2000s. The firm serves both individual/family clients and institutional investors, offering financial planning and portfolio management across individuals, small businesses, institutions and investment companies. Its fee arrangements include asset‑based fees as well as hourly and fixed fees. Cutler reports being an active ESG investor and uses third‑party managers for certain alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities19%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
3 of 4
Matthew Patten
Chief Executive Officer, Portfolio ManagerCRD 2762796
Brooke Ashland
Chief Executive OfficerCRD 2762853
Erich Patten
Chief Investment OfficerCRD 4670959
Contacts
3 of 17
Christopher Heckenkamp
Financial AdvisorCRD 6985506
Joseph Lu
Portfolio ManagerCRD 4668763
Thomas Caughell
Financial AdvisorCRD 7337078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$676M in ETFs
89%
$603M
6%
$73.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND (VO) | Vanguard | Passive | Mid Cap Blend | $52.7M | 654,530 | 7.80% |
Location
Jacksonville, OR
Jackson
Location
Jacksonville, OR
Headquartered in Jacksonville, OR, anchoring the Medford-Grants Pass, OR metro in the West.
- Metro area
- Medford-Grants Pass, OR
- Region
- West
- County
- Jackson
- Address
- 525 Bigham Knoll Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Practice Financial Group
RIAJacksonville, OR
Jones & Associates Premier Financial Solutions
RIAJacksonville, OR
Aerodigm Wealth LLC
RIALake Oswego, OR
Matisse Capital
RIAPortland, OR
JGP Wealth Management, LLC
RIABend, OR
True Private Wealth Advisors, LLC
RIASalem, OR